See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,002 | $113,935+51.0% | $94,224+82.5% | $125,391+37.2% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | 0.15% | 5.29%-5.1pp | 10.68%-10.5pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,236 | $4,727-73.9% | $3,587-65.5% | $4,866-74.6% |
| Participant deferral / active EE | $8,113 | $5,179+56.7% | $4,320+87.8% | $5,352+51.6% |
| Admin fee / account holder | $191 | $8,391-97.7% | $6,269-96.9% | $9,540-98.0% |